+26.2%
KLAC vs VTRS
+90.6%
-64.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.2% |
| 7D | -5.7% | +2.4% | -8.1% | -5.8% |
| 30D | -27.6% | +9.1% | -36.7% | -28.0% |
| 3M | -23.3% | +9.4% | -32.7% | -23.7% |
| 6M | -12.4% | +28.3% | -40.7% | -15.1% |
| YTD | +23.7% | +58.0% | -34.3% | +17.8% |
| 1Y | +26.2% | +89.7% | -63.5% | +18.0% |
| All | +26.2% | +90.6% | -64.4% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VTRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling